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ASSET MANAGEMENT CONSULTING SERVICES, INC.
CRD 128793File 801-62460
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$144.2M
Bottom 25% of cohort (national)
Discretionary AUM
$144.2M
Clients
11
36 accounts
Employees
2
Bottom 25% of cohort in NJ
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Oct 24, 2003
- Principal office
- 293 EISENHOWER PARKWAY, SUITE 330, LIVINGSTON, NJ, 07039
- Phone
- 212-628-7800
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $144.2M
- Discretionary AUM
- $144.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 36
- Non-discretionary accounts
- 0
- Total accounts
- 36
- AUM per client
- $13.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 6 | $19.9M |
| Pooled investment vehicles | 5 | $124.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REFERRAL ARRANGEMENTS
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | AUM | $140,745,017 | $144,195,053 | increased by$3,450,036 |
| Apr 1, 2026 | Accounts | 35 | 36 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 9 | 11 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $138,362,851 | $140,745,017 | increased by$2,382,166 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 9 | 35 | increased by26 |
| Apr 1, 2022 | AUM | $115,721,131 | $138,362,851 | increased by$22,641,720 |
| Apr 1, 2022 | Accounts | 33 | 9 | decreased by24 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ASSET MANAGEMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ASSET MANAGEMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.